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Anybody can come into your credit union and say anything. That’s a fact. This is especially true of most sales people. Their end goal is to get a sale for the company and usually, the salesperson is rewarded for their efforts. It is important to be vigilant in this regard. Ask the following few que Read More

A paradox exists in the credit union industry. Credit unions spend incredible amounts of time and marketing dollars on switch kits for new members. Hours are spent thinking about signage, the new member experience, and implementation. Credit unions think about these things a lot before executing be Read More

What are forms? A definition of a form is “a printed document with blank spaces for information to be inserted.” A form, in other words, is a document. Again, another vague definition. But, without documents, credit unions would have no way of knowing the necessary information required to sign up a Read More

Hello everyone and welcome back to another #HumanitarianHighlight! What better way to spend a Thursday, than to get inspired from the CUs mentioned below?! Read More

Check out this past months credit union blogs! Disclosures: Explore Credit Card Disclosures, Compliance Support: Changing Rates Need Proper Disclosures , CU Leadership Tips: Two Cents for Credit Union Leaders, Membership: Which Came First: The Loan or the Member? Read More

With a constant influx of varying data, outlining effective marketing strategies can confuse even the most experienced marketer in which way to sway. Is direct mail worth it? Isn’t digital marketing the way to go as the years progress? Read More

Welcome back to another #HumanitarianHighlight!! We have a special HH this week due to all the CUs who truly went out of their way to help their #community. Read More

Are you considering a data processor switch? If so, there are several things to consider in order to ensure the process goes smoothly. Following these steps will make the transition efficient and minimize any headaches. Read More

Are you considering a data processor switch? If so, there are several things to consider in order to ensure the process goes smoothly. Following these steps will make the transition efficient and minimize any headaches. Read More

When running a business, the last thing anyone wants is a setback. Minimizing this risk is key, and can be taken care of with the right training, leadership, and compliance. Sometimes it is not all that simple though, as not all problems derive from within the business, or in your case, credit unio Read More